AI & workflow readiness
Tell us about the actual process, data, and guardrails. This is the core filter.
How does that workflow work today, step by step?
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Where does work currently stall, get duplicated, or depend on one person’s memory?
(optional)
What should AI help do first? (select all that apply)
draft
classify / route
summarize
retrieve knowledge
recommend
generate content
update records
trigger actions
complete multi-step tasks
What must remain human-reviewed or human-approved no matter what?
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Public footprint & discoverability
Does a website exist today? (optional)
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Yes, maintained
Yes, outdated
No
Claimed Google Business Profile? (optional)
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Yes, actively managed
Claimed but stale
Not claimed
What public info is outdated, incomplete, or inconsistent?
(optional)
Do you already have structured, reusable content about your services,
products, locations, or offerings? (optional)
Is the main problem discoverability, trust, clarity, or conversion?
(optional)
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Discoverability — people and AI tools can’t find us
Trust — information looks unverified or inconsistent
Clarity — people misunderstand what we do
Conversion — traffic arrives but doesn’t act
A mix / not sure
Do customers or AI tools currently misunderstand what the business does?
If yes, how? (optional)
Systems & action scope
What systems or tools must this touch? (optional)
If the system can act, what actions are explicitly allowed?
(optional)
Research & discovery focus
What specific research, data, or clarity are you seeking first?
(optional)
What data or content already exists that the system can rely on?
(optional)
What data is missing, messy, or locked away? (optional)
How would you know this is working? (one operational, one quality, one business
measure) (optional)